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Questions tagged [list-view]

Use this tag when asking questions specifically related to salesforce List Views

4
votes
0answers
555 views

Is there any way to deploy list views for custom settings through Metadata API?

Currently trying to deploy a list view created for custom settings through the 'Manage' button through the Metadata API. <?xml version="1.0" encoding="UTF-8"?> <CustomObject xmlns="http://...
3
votes
0answers
384 views

“Add to Campaign” button at Contact Details Page

I'm trying to customize my contact layout and our communications department wants to have "Add to Campaign" button right at Contact Details Page Layout. I tried to add standard "Add to Campaign" ...
3
votes
0answers
72 views

Lightning Experience: Can standard Listview Charts be shared and deployed as Metadata?

I've created several Charts in Standard Listviews on Tabs in LEX. So far they work as expected and look like this: Now logging in as an other user I've noticed that the charts are not available. Only ...
3
votes
0answers
2k views

User can't edit their own list views after profile change

Strange issue encountered today: I updated a user from System Admin to a different custom profile, making sure to give them the "Create and Customize List Views" permission, but for some reason now ...
2
votes
0answers
33 views

Hiding/Removing Quick Actions

I am in Lightning and I am trying to remove an option from the quick actions of a list view for Task Object. The object settings on task isn't available for me to uncheck 'Delete' option on a profile ...
2
votes
0answers
56 views

Is it possible to disable the 'Search this list' feature on a standard list view page?

How would I disable the 'Search this list' feature on a standard list view page?
2
votes
0answers
699 views

How can I get the selected listview id (or name) without using javascript

We have a listview button that executes javascript to obtain the currently selected listview id and passes that value to another VF page. We are planning on moving to Lightning soon and that will ...
2
votes
0answers
594 views

StandardSetController on object List view: Select All

Imagine a custom object called 'Foo' which is having the normal SFDC tab displaying the SFDC OOTB list view page. From this page, you can select, create, ... different views and return a list of ...
2
votes
0answers
50 views

Sort after Converting Object Name to Autonumber

We are trying to insert all of our historical quote data to a custom object "Quote". In doing so, we want to conserve the existing quote number that was generated in our legacy Access database but ...
2
votes
0answers
226 views

How to use list view to add records to a Junction Object

I'm trying to create an apex page to allow users to multi-select objects (Property) and relate them to another object (Property Group) by populating a junction object (Property Group Member). Because ...
2
votes
0answers
63 views

List view localization in Managed Package

I know that's a very long story about localization support for list views and report, discussed for example here. But for end users there is a workaround: create the same list views with localized ...
2
votes
0answers
46 views

Get Campaign of a lead view via Metadata (or other) API

Is there any way to get the "Filter By Campaign (Optional)" part of a lead view via the metadata or any other API? I am trying to convert the metadata of a lead view into an soql query and the ...
2
votes
0answers
86 views

How to create a Grant Login Users View?

I want to create a view in my Users list, so only those that I have Grant Login access to, will be displayed. I can use the: Login access Date > Today - as the filter, but how do I get the link to: ...
2
votes
0answers
104 views

Opening List View of a child or grand child for the specific Account from which it is accessed for mass update

The use case is to allow the user to select records presented in a list view so that the user could take some mass action on the selected records. The data model is Accounts -> Sites -> Assets For ...
2
votes
0answers
94 views

All and My Views in Vf Page

I have an object Application. In vf page i want to have a drop down to have values as My application and All application. Below that i have page block table which renders all application. This page ...
2
votes
0answers
355 views

Customer Portal: StandardSetController for Cases with filterId set to “My …”-type of list views

I'm confused by the behavior of my StandardSetController for cases when its filterId is set to "My ..." type of list of views (e.g., "My Cases", or list views where Filter By is My Cases). As a ...
1
vote
0answers
17 views

List View Column using Metadata Api

I want to get List View Columns using Metadata available for ListViews. I have the Id and FullName of List Views but I want to get Column and Filter values using Id or Fullname. I am currently using ...
1
vote
0answers
179 views

what action are available in list-views

In the Lightning Experience customer default list view, there are two Actions available: Edit and Delete Is it possible to add other actions such as Clone?
1
vote
0answers
595 views

Behavior of List Views in Lightning - Auto Refresh feature on updation of records

We are looking for any approaches to make the list views refresh automatically to show new records that got created on backed and fall under the list view category. Seems to be out of box salesforce ...
1
vote
0answers
35 views

Create Views with Salesforce API

Scenario: As of now i have created a custom tab with custom fields say(name and email). The custom tab was created with the primary key to be an auto-number one {0000} and hence when the tab is loaded ...
1
vote
0answers
56 views

Parent Service Contract field showing name as ID when shown on List View

I'm using the Standard Service Contracts, with Parent Service Contract. When looking on the actual record, the parent shows up as expected. However, when adding the same field to a list view or a ...
1
vote
0answers
70 views

Mass Update And Mass Edit From List View clashes with State/Country Picklists

The following appears when I click on “Mass Update” in a list of recently created leads: core.apexpages.exceptions.ApexPagesHandledException: Object type not accessible. Please check permissions ...
1
vote
0answers
36 views

How to remove “Reports” & “Tools” from the Contact, Account, & Opportunity homepages? Question on previous post

I just joined so I don't have access to comment on the link below. I created custom Contact and Opportunity home pages to get rid of the reports, links and Recently Viewed list. It works fine in the ...
1
vote
0answers
732 views

User List view in Napili template

I have a requirement to Show all the user who are able to access the Community built on the Napili Temaplate. There is a pre-existing page for the same named User List, i assume. But the URL is need ...
1
vote
0answers
611 views

List view time limit exceeded error

When I try to load an account list view it is giving me a time exceeded error. The list view need to return only 50 records, I tried it out using SOQL in dev console. So I don' think it is an data ...
1
vote
0answers
48 views

List View - User not able create

We have created 2 users with same profile and role. but facing issues when creating list view. Profile has permission 'Create and customize view' One user is able to create list view and other is ...
1
vote
0answers
35 views

Contact List View - Get Related

I have a custom field (lookup) on Account that links Accounts to Contacts. It's called 'Clerk__c' indicating that the contact is a clerk for the account. I want to "mass mail" all clerks, so I would ...
1
vote
0answers
243 views

Hide Activate/Deactivate actions or add help text to Product2 list view

As part of the standard salesforce functionality around products, there are action links in product list views to "Activate" or "Deactivate" individual products. I would like to disable this ...
1
vote
0answers
585 views

Can I get a Lead View to show converted Leads?

I am using apex code to give me all of the leads in a lead view like this: Database.QueryLocator ql = Database.getQueryLocator('select Id from Lead limit 1'); ApexPages.StandardSetController ...
1
vote
0answers
90 views

View/Report to Show Multiple Text Records at Once

We have an object that has a large text field on it. We'd like some way to see multiple records with the entirety of this text field displayed, be it a Visualforce page, a custom list view, or a ...
1
vote
0answers
61 views

displaying list of “list views” in an org and find for whom those list views are assigned?

I need to display all the list views present in an org and i too need for whom those list views are assigned? I have gone through workbench and got all the list views of an org , but I cant get for ...
1
vote
0answers
77 views

Custom Object Detail Filter on Sharing

I am trying to show the list view from the User & Groups Sharing page on a custom object in a visualforce page. Currently I have the following code: <apex:page> <apex:pageBlock> ...
0
votes
0answers
22 views

Task list view is not displaying with latest version in community

I am facing one weird problem in my community. I have to show the task record list to the home page in the community in production. But when I put the record list component on the home page and select ...
0
votes
0answers
19 views

Lightning Standard List View - select specific rows

I want to Select individual/multiple rows from a Standard Lightning Lead List View on click of a button in a Lightning Page that I've configured. What are my options ? I'm thinking using a List View ...
0
votes
0answers
13 views

Mass Edit/Update List View Field?

I have to add "Domestic Support" field to 460 Case List Views... Is there a way to do this in bulk or do I have to do these one by one?
0
votes
0answers
16 views

get records based on recordtypeID and listviewID

I need to get records based on recordtypeid and listviewid but it is returning all records. I don't know where I'm doing it wrong.(it will return records based on listview but recordtypeid condition ...
0
votes
0answers
14 views

View my cases and all new cases (other owner)

as an agent I need to see the tickets I managed (the owner is me) and also the new tickets (other owner). I tried to filter in the lists of views but it doesn't allow me to do what I want. Any ...
0
votes
0answers
20 views

Last Activity Date - Activity Metrics (Beta)

Two users noticed yesterday that the LastActivityDate (from the new Activity Metrics that now includes emails auto captured by inbox) didn't update, not a single email was "tracked" per that ...
0
votes
0answers
36 views

Configure sort order with RecordSetVal and standard controller?

We have a simple implementation, utilizing a standard controller and RecordSetVal to pass selected records from a list view to a PDF output. It appears by default the records sort by RecordName. I ...
0
votes
0answers
52 views

Dynamic redirection to Kanban listview

I'm trying to add on Account page layout, a quick action that will redirect to the Kanban listview showing related Opporutnities records to this Account only. Right now I'm trying to achieve this by ...
0
votes
0answers
35 views

Create ListView with Inline Editing for Related Object

I have a custom object called Renovation and a child object called Renovation Element. I want to create a ListView on the Renovation Lightning Page with inline editing enabled that has a list of the ...
0
votes
0answers
20 views

Article List Views

I have created two custom list view in knowledge article Salesforce name 'Article Submitted for Approval' and 'Has customer requirement'. Submit for approval and 'Has customer requirement ' has two ...
0
votes
0answers
176 views

Case list view not working as expected in community

I have created a list view on the case which is being used in a community. When a community user creates a record, it is not displayed in the list view. The image below shows the filter criteria,
0
votes
0answers
768 views

How do I restrict a List View to certain groups?

When creating a custom list view, there's the option to restrict visibility to certain groups of users, based on Roles, Public Group Membership, Portal Roles, etc. However, list views created in this ...
0
votes
0answers
33 views

Create Temporary Views

I'm looking at using the Lightning Sales Console for my users, but I also want to give them the ability to quickly create a List from a whim and work from that. Creating Lists in Salesforce is a bit ...
0
votes
0answers
605 views

Is this possible to deploy a ListView related to Queue?

Here and here it is suggested that it is not possible to deploy or migrate List View which is Queue-related. Is there any official documentation link which clearly states this that in the current ...
0
votes
0answers
23 views

Order of fields in filter criteria section while creating a new view

We have around 148 fields on contact object and when we try to create a new view , the fields are displayed all over the drop down in filter criteria section Is there any logic on order of fields? If ...
0
votes
0answers
37 views

How to filter views with referring user?

I am trying to create list Views. I have 3 objects User, Object2 and Object3. Object2 having lookup with user & object3 having lookup with Object2. I save the object2 record with the user. ...
0
votes
0answers
87 views

Replacing java script buttons of type detail list button in lightning

Recently we have migrated our instance into Lightning, in the process of stabilizing we came across issues with JavaScript buttons which we are using in classic mode.The logic we are keeping in this ...
0
votes
0answers
35 views

I am not able to the image in list view of sObject

We have an issue that we have not get the image on the salesforce lightning rather than we get a text "undefined" in place of the image in list view on 'Case' object but we getting the image in ...